+330.6%
RKLB vs LIN
+67.2%
+263.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.6% | -4.4% |
| 7D | +15.9% | +2.1% | +13.8% | +14.5% |
| 30D | +4.0% | +6.8% | -2.8% | -1.0% |
| 3M | -23.2% | +10.4% | -33.6% | -28.7% |
| 6M | -50.4% | +3.2% | -53.6% | -52.5% |
| YTD | -11.8% | +24.6% | -36.4% | -28.3% |
| 1Y | +36.0% | +24.4% | +11.6% | +10.5% |
| 3Y | +1,321.0% | +36.7% | +1,284.3% | +948.3% |
| All | +330.6% | +67.2% | +263.4% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LIN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling